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JPMorgan Chase
JPM

Overview Fund Activity

1,845 hedge funds and large institutions have $187B invested in JPMorgan Chase in 2015 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 765 increasing their positions, 730 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+44
Holders Change %
+2.44%
% of All Funds
49.76%
Holding in Top 10
476
Holding in Top 10 Change
+118
Holding in Top 10 Change %
+32.96%
% of All Funds
12.84%
New
126
Increased
765
Reduced
730
Closed
59
Calls
$3.76B
Puts
$2.64B
Net Calls
+$1.12B
Net Calls Change
+$1.13B

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$825M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$9.03B
3
Primecap Management
Primecap Management
California
$466M
4
AAMU
Amundi Asset Management US
Massachusetts
$254M
5
O
OppenheimerFunds
New York
$936M

Top Sellers

1
State Street
State Street
Massachusetts
$10.6B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.15B
3
BIT
BlackRock Institutional Trust
California
$6.65B
4
UBS Group
UBS Group
Switzerland
$830M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$837M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
1651
Bingham Osborn & Scarborough
California
$297K +$1.35K +20 +0.5%
CCA
1652
Conestoga Capital Advisors
Pennsylvania
$294K – – –
BBNB
1653
Baker Boyer National Bank
Washington
$293K -$11.1K -164 -4%
ORI
1654
Oak Ridge Investments
Illinois
$292K +$881 +13 +0.3%
USGIU
1655
U.S. Global Investors (USGI)
Texas
$291K – – –
NFG
1656
Nadler Financial Group
Illinois
$291K +$406 +6 +0.1%
SFWA
1657
Summit Financial Wealth Advisors
Louisiana
$291K +$42.3K +625 +17%
FC
1658
Financial Consulate
Maryland
$290K – – –
VWM
1659
Vector Wealth Management
Minnesota
$290K +$7K +103 +2%
GHA
1660
GW Henssler & Associates
Georgia
$290K +$290K +4,286 New
FWM
1661
Focused Wealth Management
New York
$288K -$6.71K -99 -2%
SFI
1662
SPC Financial Inc
Maryland
$288K – – –
IWC
1663
Integrated Wealth Counsel
California
$286K -$59K -870 -17%
BL
1664
Balentine LLC
Georgia
$283K -$12.3K -181 -4%
GWA
1665
Genesis Wealth Advisors
Massachusetts
$282K – – –
BAM
1666
Bruderman Asset Management
New York
$282K +$28.8K +425 +11%
PSC
1667
Prentiss Smith & Co
Vermont
$281K -$255K -3,755 -48%
MA
1668
Marshwinds Advisory
Georgia
$280K -$57K -842 -17%
HIC
1669
Hartline Investment Corp
Illinois
$279K +$279K +4,114 New
RWM
1670
Rench Wealth Management
Texas
$278K +$4K +59 +1%
SAM
1671
SignalPoint Asset Management
Missouri
$277K – – –
SNBOSD
1672
Security National Bank of So Dak
Iowa
$276K -$51.3K -757 -16%
RSVP
1673
Ramsay Stattman Vela & Price
Colorado
$276K – – –
TCM
1674
Towercrest Capital Management
Pennsylvania
$276K – – –
FAM
1675
Formidable Asset Management
Ohio
$275K – – –
65 66
67
68 69